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Essential Utilities, Inc.

WTRG
交易所
NYSE
產業
Water Supply
SEC CIK
0000078128

近 90 天,Essential Utilities, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 702 家機構在 13F 申報持有,市值合計 $85.8 億;沒有大師持有。

2023 年第 4 季與 2023 年第 3 季比較

持有 Essential Utilities, Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

WTRG 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數5845623+44
股數2.00 億6.84 萬2.04 億+443.9 萬 (+2.2%)
市值$68.5 億$234.8 萬$76.3 億+$7.82 億 (+11.4%)

5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(86 家)

2023 年第 4 季季末持有 Essential Utilities, Inc.、2023 年第 3 季季末沒有持有的機構。

2023 年第 4 季新進 WTRG 的機構
機構股數市值佔組合 %
Kames Capital plc1,418,813$5,296 萬0.84%
ING Groep NV404,200$1,510 萬0.12%
CoreCommodity Management, LLC130,859$488.8 萬1.45%
Alpine Woods Capital Investors, LLC91,853$343.1 萬0.51%
Voloridge Investment Management, LLC57,752$215.7 萬0.01%
Occudo Quantitative Strategies LP51,716$193.2 萬0.26%
Jump Financial, LLC46,740$174.6 萬0.06%
Bokf, NA44,326$165.6 萬0.03%
Degroof Petercam Asset Management39,900$149.0 萬0.02%
Secure Asset Management, LLC34,942$130.5 萬0.35%
USS Investment Management Ltd34,900$130.3 萬0.01%
ExodusPoint Capital Management, LP31,618$118.1 萬0.01%
Axxcess Wealth Management, LLC24,414$91.2 萬0.03%
Pathstone Holdings, LLC22,643$84.6 萬0.00%
Rothschild Investment LLC21,483$80.2 萬0.07%
Aspire Private Capital, LLC21,176$79.1 萬0.23%
Schroder Investment Management Group21,095$78.8 萬0.00%
Kathmere Capital Management, LLC20,247$75.6 萬0.10%
Principal Securities, Inc.17,543$65.5 萬0.02%
Krilogy Financial LLC17,433$65.1 萬0.06%
Point72 Europe (London) LLP16,159$60.4 萬0.08%
Petrus Trust Company, LTA14,446$54.0 萬0.05%
United Capital Financial Advisers, LLC11,625$43.4 萬0.00%
O'Shaughnessy Asset Management, LLC9,556$35.7 萬0.00%
Bridgefront Capital, LLC8,381$31.3 萬0.24%
Eisler Capital (UK) Ltd.7,683$28.7 萬0.03%
Capstone Investment Advisors, LLC7,637$28.5 萬0.00%
Balentine LLC7,512$28.1 萬0.01%
Susquehanna Portfolio Strategies, LLC7,100$26.5 萬0.00%
Congress Wealth Management LLC7,024$26.2 萬0.00%
Machina Capital S.A.S.7,017$26.2 萬0.17%
CIBC World Markets Corp7,000$26.1 萬0.00%
LVW Advisors, LLC7,000$26.1 萬0.05%
Cresset Asset Management, LLC6,760$25.2 萬0.00%
Horizon Investment Services, LLC6,635$24.8 萬0.13%
Greenleaf Trust6,293$23.5 萬0.00%
Axq Capital, LP6,176$23.1 萬0.06%
Sequoia Financial Advisors, LLC6,175$23.1 萬0.00%
Meeder Advisory Services, Inc.6,167$23.0 萬0.03%
Sanibel Captiva Trust Company, Inc.6,157$23.0 萬0.01%
Choate Investment Advisors6,078$22.7 萬0.01%
Commerce Bank5,904$22.1 萬0.00%
Investment Management Corp of Ontario5,821$21.7 萬0.01%
Daymark Wealth Partners, LLC5,775$21.6 萬0.01%
Quantinno Capital Management LP5,717$21.4 萬0.01%
Meridian Wealth Partners, LLC5,690$21.3 萬0.04%
Capital CS Group, LLC5,671$21.2 萬0.23%
Lowe Brockenbrough & Co Inc5,650$21.1 萬0.02%
Vinva Investment Management Ltd5,589$21.0 萬0.01%
Equitable Holdings, Inc.5,618$21.0 萬0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,535$20.7 萬0.04%
Stony Point Wealth Management Inc.5,533$20.7 萬0.10%
Glenview Trust Co5,451$20.4 萬0.00%
B. Metzler seel. Sohn & Co. AG5,449$20.4 萬0.00%
StoneX Group Inc.5,446$20.3 萬0.02%
Advisory Services Network, LLC3,376$12.6 萬0.00%
GAMMA Investing LLC3,230$11.6 萬0.03%
State of Wyoming2,514$9.39 萬0.02%
Northwest Financial Advisors1,183$4.42 萬0.04%
Quest Partners LLC969$3.62 萬0.01%
Bare Financial Services, Inc678$2.53 萬0.05%
Strategic Investment Solutions, Inc.584$2.18 萬0.00%
BFSG, LLC504$1.88 萬0.00%
Montag A & Associates Inc500$1.87 萬0.00%
Smartleaf Asset Management LLC421$1.58 萬0.00%
Plato Investment Management Ltd422$1.58 萬0.02%
Bruce G. Allen Investments, LLC374$1.40 萬0.01%
Private Wealth Management Group, LLC242$9,0390.00%
Rakuten Investment Management, Inc.180$6,7750.00%
Turtle Creek Wealth Advisors, LLC168$6,2750.00%
ICA Group Wealth Management, LLC125$4,6690.00%
SRS Capital Advisors, Inc.115$4,2950.00%
Castleview Partners, LLC93$3,4740.00%
Bear Mountain Capital, Inc.86$3,2500.00%
Birchbrook, Inc.51$1,9110.00%
Zions Bancorporation, N.A.45$1,6810.00%
Sachetta, LLC34$1,2700.00%
EdgeRock Capital LLC32$1,1570.00%
DiNuzzo Private Wealth, Inc.27$1,0090.00%
Foster Dykema Cabot & Partners, LLC14$5230.00%
MV Capital Management, Inc.12$4490.00%
Annis Gardner Whiting Capital Advisors, LLC12$4490.00%
Assetmark, Inc10$3740.00%
Crewe Advisors LLC8$2990.00%
Rakuten Securities, Inc.3$1120.00%
Clear Street Markets LLC1$00.00%

清倉機構(42 家)

2023 年第 3 季季末持有 Essential Utilities, Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 WTRG 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Lighthouse Investment Partners, LLC383,363$1,316 萬
Beck Bode, LLC233,847$802.8 萬
Eaton Financial Holdings Company, LLC156,140$536.0 萬
D. E. Shaw & Co., Inc.121,152$415.9 萬
Element Capital Management LLC113,186$388.6 萬
NewSquare Capital LLC99,704$342.3 萬
Squarepoint Ops LLC87,984$302.0 萬
Duality Advisers, LP65,117$223.5 萬
Y-Intercept (Hong Kong) Ltd51,929$178.3 萬
Susquehanna Fundamental Investments, LLC51,820$177.9 萬
Cubist Systematic Strategies, LLC38,195$131.1 萬
Quantbot Technologies LP37,582$129.0 萬
Bridgewater Associates, LP36,921$126.7 萬
Davy Global Fund Management Ltd27,257$93.6 萬
AlphaStar Capital Management, LLC25,038$86.0 萬
Teza Capital Management LLC22,572$77.5 萬
Walleye Capital LLC19,390$66.6 萬
Mitsubishi UFJ Asset Management (UK) Ltd.14,000$48.1 萬
Quadrature Capital Ltd13,675$47.0 萬
Graham Capital Management, L.P.13,519$46.4 萬
Brookfield Asset Management Inc.10,250$35.2 萬
Prospera Financial Services Inc10,114$34.7 萬
Fulcrum Equity Management9,909$34.0 萬
Perpetual Ltd9,688$33.3 萬
Cape Cod Five Cents Savings Bank9,412$32.3 萬
Youngs Advisory Group, Inc.6,778$23.3 萬
Dearborn Partners LLC6,565$22.5 萬
Wade G W & Inc6,400$22.0 萬
Obermeyer Wood Investment Counsel, LLLP6,350$21.8 萬
Fulton Bank, N.A.6,286$21.6 萬
Cary Street Partner Investment Advisory LLC4,875$16.7 萬
Sunbelt Securities, Inc.3,614$12.4 萬
Stonebridge Capital Advisors LLC1,819$6.24 萬
Group One Trading, L.P.605$2.08 萬
Leonteq Securities AG600$2.06 萬
Essex Investment Management Co LLC425$1.46 萬
Baker Avenue Asset Management, LP269$9,235
NVWM, LLC221$7,580
West Tower Group, LLC157$5,390
WR Wealth Planners, LLC106$3,639
CGC Financial Services, LLC42$1,425
Winch Advisory Services, LLC25$1,000

尚未申報 2023 年第 4 季的機構(5 家)

2023 年第 3 季季末持有 Essential Utilities, Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 WTRG、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Bryn Mawr Trust Co35,939$123.4 萬
Rothschild Investment Corp22,583$77.5 萬
Pathstone Family Office, LLC9,825$33.7 萬
Sutton Wealth Advisors Inc.59$2,025
Steward Financial Group LLC12$0